# Envisio Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Envisio Software - reviews, pricing plans, popular comparisons to other Nonprofit products and more. Source: https://www.capterra.com/p/135807/Envisio --- # Envisio Software Review 2026: Features, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Envisio ## What is Envisio? Envisio is the #1 strategic planning and performance management software built exclusively for the public sector, serving nonprofits, governments, education, and healthcare. Tie actions to complex goals, align teams around a shared vision, and show your community the real impact of your work. With live dashboards and AI-assisted reporting, Envisio helps you build trust within your team and your community. Our specialized strategy execution team is with you every step of the way to help turn your goals into delivered promises. Recognized as a GovTech 100 company and ELGL award winner, Envisio is trusted by 200+ public organizations serving 26M+ residents. ## What is Envisio used for? [Strategic Planning](https://www.capterra.com/strategic-planning-software/)[Government](https://www.capterra.com/government-software/)[Nonprofit](https://www.capterra.com/nonprofit-software/) Overall rating Based on 28 user reviews Reviews sentiment Positive 100% Neutral 0% Negative 0% Starting price $20000 Flat Rate, Per Year Free trial available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... ## Envisio alternatives Highest Rated [4.7 (561)](https://www.capterra.com/p/144020/Aha/reviews/) Starting price $59.00 Per User, Per Month [4.5 (13,544)](https://www.capterra.com/p/184581/Asana-PM/reviews/) Starting price $10.99 Per User, Per Month [4.5 (3,479)](https://www.capterra.com/p/79104/Smartsheet/reviews/) Starting price $12.00 Per User, Per Month [4.4 (1,492)](https://www.capterra.com/p/268205/Adobe-Workfront/reviews/) Starting price Contact vendor for pricing [View all alternatives](https://www.capterra.com/p/135807/Envisio/alternatives/) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Collaboration Tools 4.5 (4) 75.00% of 4 reviewers that rated this feature as important or highly important Provides a channel for team members to share media files, communicate, and work together Dashboard 4.3 (3) 100.00% of 3 reviewers that rated this feature as important or highly important Assembly of graphs and charts for visualizing and tracking statistics/metrics Idea Management 4.7 (3) 100.00% of 3 reviewers that rated this feature as important or highly important Create, collect, discuss, improve, and evaluate insights or alternative thinking before starting projects Strategic Planning 4.7 (3) 100.00% of 3 reviewers that rated this feature as important or highly important At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them Goal Setting/Tracking 5.0 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Establish measurable goals and objectives and track their progress over a specific period of time KPI Monitoring 4.5 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Tracking the status of previously identified performance measurements Envisio 56 features Define levels of authorization for access to specific files or systems Dashboard to view the status of ongoing processes, identify current incidents and track past activities Track and document all activities across devices, networks, and other systems Generate one-off reports that meet information requirements Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Application programming interface that allows for integration with other systems/databases Create budgets based on historical data and future projections Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc. Provides a channel for team members to share media files, communicate, and work together Leave comments and notes on documents for others to view Track and manage adherence to policies for any service, product, process, or supplier Add customized logos and colors to align with company branding Customize data fields to support various needs and use cases Alter the layout and content of reports Pre-designed layouts that can be customized to match preferences and requirements Assembly of graphs and charts for visualizing and tracking statistics/metrics Creation and customization of dashboards Import and export data to and from software applications Graphical representation of data Store and organize documents in a centralized system Assemble applications and processes by dragging over and arranging pre-built components Track employee schedules, availability, and performance across projects and tasks Plan an event's time and location Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk Software specialized for municipal offices and agencies Software specialized for non-profit organizations Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies Establish measurable goals and objectives and track their progress over a specific period of time Monitor application statuses, proposals and award funds Create, collect, discuss, improve, and evaluate insights or alternative thinking before starting projects Tracking the status of previously identified performance measurements Monitor task progress and planned accomplishments to better manage project status Organize and manage the accomplishments and development of employees or performance of applications or systems A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Arrange tasks based on the level of priority or urgency Document and report the progress of ongoing projects Reporting on how each user, task or process has advanced since its initiation Plan and coordinate all the resources, costs and time needed to execute assignments Organize and schedule projects Analyze and gain insights into data in real-time Receive data and information in real time Active reporting of data and metrics Receive system updates as soon as any changes are made Collection, analysis, and representation of numerical data and generation of reports to understand various patterns View and track pertinent metrics to find patterns and gain insights from data Identifying desired outcomes and important milestones and creating a plan on how to achieve them Visual representation of performance data, enabling users to monitor progress, identify trends, and make data-driven decisions Allow users to access multiple services after entering their login credentials once Track the status over time for a request, process, asset, or transaction At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them Create, manage and track all task activities and progression Track the status and progress of tasks Create, save, and re-purpose templates for emails, forms, etc. Set up connections to third-party platforms to improve business processes Interact with data visualization elements, such as charts and graphs, to drill down into data Create, design and manage workflows for repetitive tasks Get Advice We can help you find the software with the features you need. Features 4.4 (25) 4.4 Based on 25 reviews ## Pricing Value for money 4.7 (22) Free Trial Basic $20,000 Flat Rate,Per Year Value for money 4.7 (22) 4.7 Based on 22 reviews ## Integrations [ Microsoft Teams](https://www.capterra.com/p/168668/Microsoft-Teams/)[ Google Calendar](https://www.capterra.com/p/213340/Google-Calendar/)[ Tableau](https://www.capterra.com/p/208764/Tableau/)[ Microsoft Power BI](https://www.capterra.com/p/176586/Power-BI/)[ ArcGIS](https://www.capterra.com/p/93333/ArcGIS/)[ Questica Budget](https://www.capterra.com/p/30110/Questica-Budget/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.9 (27) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.9 (27) 4.9 Based on 27 reviews ## User reviews Overall rating 4.7 Based on 28 reviews Filter by rating 5(19) 4(9) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent BH Brad H. Organizational Development Consultant Government Administration ### "Envisio is meets and exceeded!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 January 30, 2026 Overall, very positive, we are currently expanding our usage from our initial intent, to include other divisions, and exploring the project management opportunities within many areas. Pros Out of all of our systems we use, Envisio seems the most intuitive. The Zen help desk is very supportive, responsive and helpful in the very few times in reaching out with questions. Cons The reporting structure is robust, but sometimes it is complicated to use, and we have to tweak to get exactly what we need. Maybe provide less than five templates of commonly run reports would be helpful. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. CZ Cinthya Z. Quality Improvement and Strategy Manager Public Safety ### "Shaping the Future of the Organization" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 10/10 January 30, 2026 I really like the overall experience it it's a great tool to manage plans and facilitate the cross collaboration between the departments. Pros I love that it's really user friendly and it's a great tool for managing the Strategic Plan and some visualizations to monitor the progress and KPI across the agency. Cons As an area of improvement to ensure it's a comprehensive project management tool I would recommend making some updates on the project planning module and allow to set timelines not just at the task level but at the subtask level too. Alternatives considered [AchieveIt](https://www.capterra.com/p/141509/AchieveIt/) [monday.com](https://www.capterra.com/p/147657/monday-com/) [Asana](https://www.capterra.com/p/184581/Asana-PM/) Reasons for choosing Envisio Due to the different modules and features provided. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. CT Christian T. Fire Chief Public Safety ### "Outcome- and Value-Focused" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 December 22, 2025 My experience using Envisio has been defined by clarity, alignment, and momentum, allowing me to move quickly from adopting a strategic plan to actively managing it as a living system. Envisio gives me real-time visibility into objectives, initiatives, and outcomes, helping me track progress, assign ownership, and have more disciplined, data-informed conversations with staff and the Board. Rather than adding administrative burden, the platform reinforces accountability in a constructive way, strengthens communication with stakeholders, and embeds the strategic plan into everyday decision-making so strategy feels operational, relevant, and directly connected to public value rather than aspirational or static. Pros What I like most about Envisio is that it turns our strategic plan into a living management system rather than a static document, aligning day-to-day work with clearly defined outcomes and public value. It allows us to connect initiatives, performance measures, ownership, and timelines in one transparent platform that reinforces accountability without creating a punitive culture. Envisio supports our shift from outputs to outcomes, helping us clearly articulate why we do what we do and how it benefits the community, while also improving communication with our Board and stakeholders through clear, visual dashboards. Most importantly, it helps embed the strategic plan into the organization’s culture by making priorities visible, measurable, and continuously discussed—so strategy becomes how we operate, not something we revisit once a year. Cons What I like least is that Envisio requires a deliberate investment of time and discipline up front—especially in clearly defining outcomes, measures, and ownership—before its full value becomes apparent. The rigor that makes the platform powerful can feel demanding at first, particularly for staff who are more comfortable with narrative reporting than structured performance tracking, and it requires ongoing attention to keep data current so dashboards remain meaningful. In the early stages, that learning curve and the need to change habits can feel like friction, even though the payoff in clarity, alignment, and accountability ultimately outweighs the initial effort. Switched from [Microsoft Excel](https://www.capterra.com/p/176574/Excel/) Envisio provided a much better solution that the spreadsheet template. Alternatives considered [Microsoft Excel](https://www.capterra.com/p/176574/Excel/) Reasons for choosing Envisio Envisio far exceeds what can be done with an Excel spreadsheet. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AS Angela S. Deputy City Manager Government Administration ### "Envisio" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 17, 2022 Envisio has been excellent to work with . With both our Strategic Plan implementation and our Performance Evaluations, they have been happy to accommodate our special needs are necessary. Pros The Envisio customer service team is absolutely great. The City of Rowlett hit a few stumbling blocks at implementation of our own fault and then COVID hit. When we went back to the drawing board to set up and use the product, the Envisio team was able to take us from step one to full rollout and work directly with our team to ensure success. There were webinars and smart goal setting training. We now have a system we love that is easy for our team to use and provides us with the priorities, goals, actions and performance measures needed to track the success of our strategic plan. Cons I would like a more robust reporting feature. This one is a bit complicated to maneuver. A crystal report format where you can drag and drop the information you want would be excellent. I would also like a way to archive completed actions - so they are there with their updates but not crowding they system in reporting and screen space. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AK Aimee K. Chief Innovation and Performance Officer Government Administration ### "Outstanding Product and Customer Service" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 17, 2021 Envisio allows us the opportunity to effectively track and report initiatives of strategic importance and provide public-facing dashboards that demonstrate achievement towards our strategic goals and smart cities initiatives. In addition, department data analytics dashboards allow us to create meaningful data visualizations that help us better understand and address needs across the organization. Ultimately, Envisio bolsters our ability to use data an asset to engage our residents and enhance the decision-making process while being highly transparent. Pros Envisio's customer support has been exceptional from the very beginning. The implementation team held our hands throughout the process to ensure that the end result met our needs and we (both administrators and users) had the skills necessary to make our use of the platform a success. We've continued to experience that same high level of support with routine check-ins from our Customer Success Manager who works with us to continually optimize our use of Envisio, introduce us to new features, and, most importantly, listen to our wants and needs. We've reported a few (2-3) technical issues and, I can happily say, every single one has been resolved by the end of the business day, if not sooner. To me, that is incredible customer service! Cons I don't like to be the person devoid of constructive criticism but I have none. We've made suggestions for enhancements and have been pleasantly surprised to find quite a few of them included in the very next release. Envisio continues to evolve in a way that shows they listen to the voice of the customer. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. JJ Jeff J. Quality Improvement Program Coordinator Civic & Social Organization ### "Great software and great customer service" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 August 16, 2021 Envisio does a great job in helping us create dashboards that track and show our progress towards strategic plan goals. They worked with us to help create custom solutions when it wasn't obvious how to do what we wanted to do. They provide lots of options and quite a bit of customization. Customer service is personal and top-notch. They check in on us whenever they see a lull in activity, which is appreciated. They genuinely create a great customer experience and want you to use the software. Pros Very professional-looking dashboards. Lots of options on what to display and how to display it. Easy to share dashboards with people outside our Envisio environment. Customer Service is very responsive to requests/questions and provides solutions quickly. Envisio's programming staff have incorporated many upgrades based on customer input, and Envisio staff request input at most every opportunity. Training is very comprehensive and was done in a way that made it very easy to understand despite the complexity of the software. Formulas are simple to create and provide a unique Suffix option, which has come in handy a number of times. Cons Sometimes the complexity of the software can be daunting, especially in Plans reports. Refreshes, unless done manually, can take up to an hour to work their way through the system. I wish formulas in Data Sources were not restricted to just columns - at times it would be nice to create formulas based on rows or individual cells. Pie charts require Data Sources to be transposed. Wish there was a folder system to better organize Visuals (tags can help, but sorting by tags currently isn't an option). Can't always find what I'm looking for in their help files, but, when contacted, their customer service staff respond quickly and almost always have the right solution the first time. Reasons for choosing Envisio The biggest difference was Envisio handles formulas much better than the other software packages we considered to replace SmartSheet. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. LM Lizely M. Strategic Performance Manager Government Administration ### " Review of Envisio" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 April 28, 2021 Pros The product allows you to track the progress and status of a plan; allows for easy updates to activities related to the objectives outlined in the plan. Cons A possible area of improvement is on the analytics side. Easier mechanism to build dashboards. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Melissa M. Assistant County Administration Government Administration ### "Envisio allowed our government to keep things moving forward in a coordinated manner" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 8, 2021 I have felt supported and important as a customer with Envisio since day one. They have great customer support, provide training to help your organization fully utilize the power of the tracking and management software, and seek input from customers to improve the functions of the software. They continue to innovate and try to provide the best service to their customers. Pros I loved that it allowed managers to track and responded to many different goals, initiatives and action steps for a variety of different strategic objectives. Cons None. I love this product. It is easy to use for a variety of projects and programs. It allows for multiple different plans and it controls who can see what. Switched from [Microsoft Excel](https://www.capterra.com/p/176574/Excel/) There was no easy way to track and manage the amount of information that we were handling in Excel. Errors and misses were constant. Excel could not remind you to enter and update and it did provide a scale of progress or allow clear and concise reporting. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor March 25, 2021 Melissa, thank you so much for your wonderful review. It is a pleasure to work with you and your team and we're thrilled at the success you're seeing with Envisio. Always here if you need us :) Thank you again! - Rob & the Envisio team CR Craig R. President Management Consulting ### "Strategy execution and organizational performance management second to none" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 24, 2021 Envisio provides a software solution that responds to the needs of local government. They understand execution, alignment and how to track organizational performance. A huge plus is their ability to help an organization link all of their plans--essential for effective enterprise management. Pros I love how easy it is to use Envisio software to align and execute strategic plans. The system is adaptable to an organization's terminology and process, reducing time for training and the transition time from planning to implementation. Cons The system can sometimes be difficult if a client doesn't have strong backround in using a software solution for day-to-day management and oversight. Reasons for choosing Envisio The people. They are passionate about what they do, and they go the extra mile to meet a client's needs. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor March 24, 2021 Thank you for writing such a fantastic review, Craig. We love working with you and your clients to move strategy into action. So happy to hear that Envisio is reducing the transition time from planning to implementation too. We look forward to our continued partnership! - Mike & the Envisio team JG Jason G. President & CEO Government Administration ### "Strategy Execution Platform that Understands Government" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 July 2, 2020 I am a local government consultant that has used and implemented a variety of different products within this category - ranging from sophisticated spreadsheets to full-featured platforms like Envisio. I recommend Envisio to my clients because they (1) understand my clients, their business issues, and their reporting needs; (2) the ease of use for both implementation and the end user; (3) their incredible attention to their client needs; and (4) their reasonable pricing. Pros Envisio's strategy execution platform has the best reporting functionality that I have seen in this sector. They've thought it through very well, striking a very good balance between flexibility and structure. Because they are focused intently on public (local government, school district, etc) organizations, Enviso meets the reporting needs of my clients extremely well. Cons Perhaps a bit of a con is that the platform is still evolving pretty rapidly. Don't get me wrong, this is not a beta product - it is very capable and full featured (and is being used by lots of organizations, including some very large ones). Envisio's constant push towards perfecting the platform is in full motion. If you appreciate a platform that thoughtfully considers meaningful changes, this is not an issue. If you like your software to just always work the way that you first learned it, this can be a drawback. Alternatives considered [Cascade Strategy](https://www.capterra.com/p/148008/Cascade-Strategy/) [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) [Wrike](https://www.capterra.com/p/76113/Wrike/) [Asana](https://www.capterra.com/p/184581/Asana-PM/) Reasons for choosing Envisio Envisio's singular focus helps it to be my product of choice. Many other platforms may be more flexible, but it tends to be their flexibility that has the other edge of making things more technically complex than my users prefer. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/135807/Envisio/reviews/) Popular comparisons [Notion vs Envisio](https://www.capterra.com/compare/135807-186596/Envisio-vs-Notion)  Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. 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